CRM IMPLEMENTATION
Planning Your CRM Implementation
You need a system to respond to market changes and your customer needs. We understand the importance of contact management in your database to make sure you can access the data from one source.
With Dynamics 365 for Sales, we ensure that your implementation contains:
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A partner who is professional and responsible for all aspects of your technology
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Professional installed and configured solution
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Best practice that is proven and efficient
Our proven strategy
Maximize use of system
Ultimately Microsoft Dynamics 365 for Sales is a long-term solution, and in order to get the value out of it, you should work towards effective use of the application. We make sure that all successful parts of a project are considered in user adoption.
Training
Even if you are working with a us to implement, your organization will eventually own the solution. If the goal is for you to be self-supporting, you will need to learn as much as you can about the application. We are here to help train you and your users to the full extent of the system.
Business Analysis and Design
We use agile approach on our implementations, giving us speed and flexibility to analyze your business processes and create CRM design to support those processes.
Free Assessment
ILITS offers a free assessment of your on-premise CRM. We will check your current on-prem system and determine any customizations or code related issues prior to taking on a Dynamics 365 upgrade.
It is always best to do an environment assessment of your current system as this can prevent any unknown issues down the road. Our team of professional experts and Microsoft Dynamics consultants will be able to advise on any business process changes should you consider your upgrade.
